Our Core Values

Professionalism, trust and integrity is at the heart of what we do.

Shaun has built his exceptional reputation upon his commitment to complete professionalism, trust and integrity.

I will identify your key goals and objectives and help you to achieve them, providing you with the peace of mind that your financial planning needs are being well looked after.

Our Core Values:

Care

I look after you
Positive

I am always positive in my approach
Excellence

I provide the best solutions
Quality

I always deliver quality
Exceed

I have exceptional standards that exceed expectations

This all forms part of a long-term relationship which enables me to continue to provide you with a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.

Our Process

My goals-based wealth management process focuses on you, your goals and your unique situation. I will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

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Focusing On Your Goals

Part of what makes me different is my clear commitment to fully understanding your financial goals at the very outset and to continually work with you throughout our relationship in order to achieve your specific objectives.

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Our Approach

I bring a clear and concise philosophy to financial planning and wealth management; I am focused on you. I understand that no two clients are alike, so I aim provide a truly individual service aimed at meeting your ambitions and goals, whilst taking into account your unique circumstances.

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My core values form part of a long-term relationship enabling me to continue to provide you with a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.

Address Woodstock House, The Avenue, Kingston, Lewes BN7 3LL

Telephone 01273 486 220

Mobile 07876 386 577

Email info@shaunhartcfp.co.uk

Shaun Hart Chartered Financial Planner is a chartered member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The FCA do not regulate tax advice. Full details can be found at www.fca.org.uk under reference number 615650.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Independent Financial Advice in Lewes

Our Core Values

Professionalism, trust and integrity is at the heart of what we do.

Our Process

Focusing On Your Goals

Our Approach

About

Working With You

Contact

Shaun Hart Chartered Financial Planner is a chartered member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The FCA do not regulate tax advice. Full details can be found at www.fca.org.uk under reference number 615650.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.